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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,966 | $76,407-85.6% | $150,298-92.7% | $82,448-86.7% |
| Participation rate | 13.8% | 66.4%-52.6pp | 77.8%-64.0pp | 68.1%-54.3pp |
| Annual return | 17.38% | 39.99%-22.6pp | 62.79%-45.4pp | 41.64%-24.3pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $319 | $3,214-90.1% | $5,453-94.1% | $4,139-92.3% |
| Admin fee / account holder | $116 | $6,352-98.2% | $14,116-99.2% | $7,234-98.4% |